Barry
Betters
Cornerstone Financial Planning, LLC
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About this Advisor
Barry Betters is a certified financial planner who works in Portsmouth, New Hampshire, with 2 years of industry experience. Betters is an advisor for Cornerstone Financial Planning, LLC. Betters has gained experience at Fidelity Investments, Paladin Advisors, LLC, Zeiders Enterprises Inc and Cornerstone Financial Planning, LLC. Betters holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to operate in Maine, New Hampshire and Texas. Cornerstone Financial Planning, LLC is a firm operating out of Portsmouth, NH. The company has offices in two locations and a total of seven financial advisors. It controls $254 million in assets under management between its 902 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 902 accounts, 51% are held by high-net-worth clients who have at least $1 million in investable assets. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically depend on which services are provided. Fee types charged by Cornerstone Financial Planning, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Financial Planning, LLC Brokerage Details
$254,201,637
7
902
$281,820
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Barry Betters Work History
Barry has been registered as a financial advisor for 2 years.*
Cornerstone Financial Planning, LLC
Zeiders Enterprises Inc
Paladin Advisors, LLC
Fidelity Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Barry Betters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cornerstone Financial Planning, LLC
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portland, ME
Portsmouth, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
